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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2926
AAM
Alpine Associates Management
Florida
$0 -$2.14M 0 – Closed
2927
AC
Argentiere Capital
Switzerland
$0 -$957K 0 – Closed
2928
ACM
Argonaut Capital Management
New York
$0 -$929K 0 – Closed
2929
ACM
Avalon Capital Management
California
$0 -$1.17M 0 – Closed
2930
BCM
Bares Capital Management
Texas
$0 -$2.38M 0 – Closed
2931
BAM
Baring Asset Management
United Kingdom
$0 -$11.1M 0 – Closed
2932
Belvedere Trading
Belvedere Trading
Illinois
$0 -$20.1M 0 – Closed
2933
BC
BHR Capital
New York
$0 -$71.6M 0 – Closed
2934
Blackhill Capital
Blackhill Capital
New Jersey
$0 -$552K 0 – Closed
2935
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$0 -$219K 0 – Closed
2936
BM
Bridger Management
New York
$0 -$46.9M 0 – Closed
2937
CHA
Cedar Hill Associates
Illinois
$0 -$7.76M 0 – Closed
2938
C
CFO4Life
Texas
$0 -$997K 0 – Closed
2939
CL
CFS LLC
Oklahoma
$0 -$3.48M 0 – Closed
2940
CBCM
Charter Bridge Capital Management
New York
$0 -$2.36M 0 – Closed
2941
CHCM
Columbus Hill Capital Management
New Jersey
$0 -$21.6M 0 – Closed
2942
CCM
Connective Capital Management
California
$0 -$994K 0 – Closed
2943
CIG
Consolidated Investment Group
Colorado
$0 -$4.25M 0 – Closed
2944
CCM
Consonance Capital Management
New York
$0 -$9.46M 0 – Closed
2945
CC
CQS Cayman
Cayman Islands
$0 -$2.46M 0 – Closed
2946
C WorldWide Group
C WorldWide Group
Denmark
$0 -$414M 0 – Closed
2947
DI
Dalton Investments
Nevada
$0 -$232K 0 – Closed
2948
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
$0 -$87.1M 0 – Closed
2949
DP
DSAM Partners
United Kingdom
$0 -$12.3M 0 – Closed
2950
DS
Dudley & Shanley
Florida
$0 -$17.8M 0 – Closed